> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callvaultai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Folders

> Use folders to organize calls within a workspace by client, project, date, or any structure that fits your workflow.

**Folders** let you group calls inside a workspace. They work exactly like folders on your desktop — drag calls in, nest them however you like, and keep your workspace tidy even as your call library grows.

## Creating a folder

1. Open any workspace
2. Click **+ New Folder** in the sidebar or the folder list area
3. Give the folder a name
4. Calls can now be moved into it, or routing rules can automatically send new calls there

## Moving calls into folders

You can move a call into a folder in a few ways:

* **Drag and drop** — drag the call card onto a folder in the sidebar
* **Right-click → Move to folder** — pick from a list of folders in the current workspace
* **Routing rules** — automatically route new calls to the right folder based on conditions

## How teams use folders

Folders are flexible — use whatever makes calls easy to find:

| Use case                     | Folder structure example                                |
| ---------------------------- | ------------------------------------------------------- |
| Sales by rep                 | `/Sales Workspace/Jordan/`, `/Sales Workspace/Priya/`   |
| Calls by month               | `/CS Workspace/Jan 2025/`, `/CS Workspace/Feb 2025/`    |
| Deal stage                   | `/Sales Workspace/Discovery/`, `/Sales Workspace/Demo/` |
| Research by participant type | `/Research/Customers/`, `/Research/Prospects/`          |
| Support tier                 | `/Support/Tier 1/`, `/Support/Enterprise/`              |

## Archiving a folder

If a folder is no longer active but you want to keep its calls:

1. Right-click the folder in the sidebar
2. Select **Archive**

Archived folders and their calls are hidden from the default workspace view but remain searchable and accessible via **View archived**.

<Tip>
  Archiving is better than deleting when you want to keep records for reference, compliance, or future coaching without cluttering your day-to-day workspace.
</Tip>

## Deleting a folder

Right-click a folder and select **Delete**. You'll be asked whether to also delete the calls inside or move them to the workspace root.

<Warning>
  If you choose to delete the calls inside along with the folder, that action is permanent. The recordings and transcripts cannot be recovered.
</Warning>

## Folder permissions

Folders inherit permissions from the workspace they're in. There are no per-folder permission overrides — if someone has access to the workspace, they can see all folders in it based on their workspace role.

To restrict access to certain calls, use a separate workspace with tighter membership rather than a folder.